How to create your first bundle

This guide walks you through building your first bundle in Bundlex from start to finish. You will pick a starting point, set your offer and discount, choose which products the widget shows on, then publish. The whole thing takes a few minutes.

Before you start

For a bundle to appear on your storefront, the Bundlex app embed needs to be turned on in your theme. If you are a brand-new install, the getting-started wizard handles this for you. It has three steps: it welcomes you, walks you through turning on the embed on your product page, then drops you straight into choosing a design for your first bundle. If you have already finished the wizard, you can create bundles any time from the dashboard.

If the embed is off, your published bundle still saves correctly. It just will not render on the storefront until the embed is enabled.

Step 1: Start a new bundle

1. From the dashboard, click Create bundle.
2. You land on the Choose a bundle type page, a gallery of ready-made design templates with a live preview of each one.

Step 2: Pick a template or start from scratch

Each card in the gallery is a starting point with offers and styling already set up, so you are never staring at a blank page. Available templates include:

• Simple: basic quantity tiers (for example Buy 1, Buy 2, Buy 3) with savings badges.
• Tiered: a vertical layout with per-unit pricing, subtitles, and labels like Starter, Popular, and Best deal.
• Gift: quantity tiers where a free gift unlocks as the quantity increases.
• Quantity: tiers with product images and quantity badges.
• Variants: variant swatches with product images.
• Bundle: cross-sell products shown together in a grid.
• Buy X, get Y free: a BOGO-style offer.

While you are choosing, you can preview a different accent color and an optional background decoration. Both update the live previews instantly, so you can see roughly how a template will look before committing. You can fully customize colors later in the editor, so do not overthink this now.

1. Optionally pick an accent color and a decoration at the top of the gallery.
2. On the template you want, click Use this design.

Prefer to build everything yourself? Click Start from scratch to open the editor with a blank bundle instead.

Step 3: Review your offers

Choosing a template opens the bundle editor with your offers (the quantity tiers) already filled in. An offer is a single row in the ladder, such as Buy 2. You can edit the quantities, titles, badges, and benefit text, add or remove tiers, and attach free gifts or cross-sell products to any tier.

A bundle can hold up to 10 offers. Each offer can carry up to 10 free gifts and up to 5 cross-sells. A free gift cannot be the same variant as the main product.

Step 4: Set the discount type

Each offer has a Discount type that controls how the saving is calculated. Your choices are:

• Percentage, for example 10% off.
• Discount per item, a fixed amount off each unit.
• Exact amount, a fixed final price.
• Buy X get Y free (BOGO).
• None, for a tier with no discount (often the single-unit tier).

Templates come with a sensible discount type already set, so you usually only need to adjust the values to match your pricing. Free gifts are not a discount type. You add them to a tier as extras, as covered in Step 3.

Step 5: Choose where the widget shows

Scroll to the Show widget on section to control which storefront pages display this bundle. You can target all products, selected products, all products except a selected list, or any of your collections.

Targeting matters: the widget only appears on a product when a published bundle matches that product. If you are testing, point the bundle at a product you can easily open on your storefront.

Step 6: Preview and publish

The editor shows a live preview pane next to your settings that updates as you make changes, so you can confirm the layout, copy, and pricing look right before going live.

1. Check that the preview reflects your offers, discount, and styling.
2. When you are happy, click Activate to publish the bundle.

A new bundle starts as a draft. Activating it publishes the bundle and maps it to a Shopify automatic discount, so the saving applies at checkout. You can later click Deactivate to take it offline without deleting it.

Shopify allows a maximum of 25 active automatic discounts across all apps on a store. If you hit that ceiling, deactivate a bundle you are no longer using before activating a new one.

That is it

Your first bundle is live. From here you can fine-tune the individual pieces: how offers and tiers work, the differences between each discount type, and how to target the widget to the right products. Each of those has its own deeper guide in this help center.